What annoys me is that BKT has 3 offtakes to sell 200k large...

What annoys me is that BKT has 3 offtakes to sell 200k large flake to China. Price is attractive. I just don’t understand if undeveloped miner can do that , why can’t SYR? Where is their sales team? Recent 3 binding agreement are all signed with qingdao customers, how about other regions in China? Has the sales team visit other region and build relationship actively?

cost is higher due to

1 they use diesel to generate electricity. Oil price is high therefore high energy cost
2 transport cost. Maybe they should consider their own fleet
3 equipment management to have more spared parts inventory

i feel there is strong demand for large flakes however SYR needs to improve their sales performance.